Gradhire PTY LTD T/A Baard and Partners
Introduction
As a Sales Advisor, you are responsible for providing tailored short-term insurance solutions while driving sustainable new business growth. This role requires a commercially driven professional who can confidently convert leads, build client relationships, and consistently achieve sales targets.
More than sales, this position focuses on advising, guiding, and building long-term client confidence.
Duties & Responsibilities
Growth & Client Acquisition
• Drive sustainable new business growth
• Convert leads within defined SLAs
• Maintain strong lead-to-quote ratios
• Generate referrals and build opportunities
• Achieve agreed sales targets (units & Rand value)
• Manage aftersales effectively, minimising RD’s
Performance Indicators:
Sales reporting, Management feedback, Complaints tracking
Client Experience
• Resolve queries within SLA
• Deliver professional, empathetic client interactions
• Maintain high retention & satisfaction standards
• Ensure service excellence & integrity
Performance Indicators:
QA Scoring
Quality Assurance & Compliance
• Achieve QA targets (95%+)
• Ensure FAIS & regulatory compliance
• Maintain accurate sales administration
• Log & resolve complaints per compliance standards
Performance Indicators:
QA Feedback, Compliance Reviews
Personal & Team Contribution
• Share knowledge & insights
• Support training & onboarding initiatives
• Participate in team & feedback sessions
• Uphold IntegriSure values: Heart, Proactive, Choice
Performance Indicators:
Management Feedback
Innovation & Growth
• Identify process & client experience improvements
• Adapt to change & transformation initiatives
• Demonstrate continuous learning & development
Performance Indicators:
Management Feedback
Desired Experience & Qualification
Minimum Requirements (Non-Negotiable)
• RE 5 completed
• Minimum 2 years’ short-term insurance sales experience
(Personal Lines / Commercial Lines / Broker / Call Centre)
• Professional verbal & written communication skills
Highly Advantageous
• Relevant FAIS Qualification
• Call centre sales experience
• Proven track record of achieving sales targets
Skills & Attributes
• Strong sales & objection-handling ability
• Confident and professional communicator
• Target-driven, resilient, and adaptable
• Persuasive with a client-centric approach
• Performance-focused mindset
Important Notice
Only candidates meeting the RE 5 and short-term insurance sales experience requirements will be considered.
Package & Remuneration
R20 000 CTC p/m
To apply for this job please visit www.pnet.co.za.